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Why can't I access Insights Automation and create a new automation rule?

Evan McGivern

Updated May 15, 2023 15:11

Insights Automations is available on the Enterprise plan, only Makers can access this feature and only Makers with admin rights can create new rules or modify them.

For more information about Insights Automations, see Use Insights Automation to create rules to route and categorize notes efficiently.

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